Geneos Wealth Management Inc.
Position in DIM — WisdomTree International MidCap Dividend Fund
CIK 1764754
ENGLEWOOD, CO
All Filings in DIM
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-06-30 DIM | $937,232 | 12,445 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 DIM | $897,668 | 13,562 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 DIM | $735,865 | 12,115 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 DIM | $762,693 | 11,495 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 DIM | $642,981 | 10,612 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 DIM | $591,794 | 9,407 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 DIM | $453,101 | 7,456 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 DIM | $366,434 | 6,526 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 DIM | $332,639 | 5,776 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 DIM | $312,176 | 5,340 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 DIM | $246,109 | 4,436 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 DIM | $122,210 | 2,581 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 DIM | $85,540 | 1,546 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 DIM | $62,036 | 966 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 DIM | $64,857 | 965 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 DIM | $64,434 | 963 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 DIM | $65,048 | 959 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 DIM | $64,013 | 954 | Shares | Sole | 2021-06-17 | |
| 2020-12-31 DIM | $80,047 | 1,259 | Shares | Sole | 2021-05-19 | |
| 2020-09-30 DIM | $69,353 | 1,240 | Shares | Sole | 2021-09-07 | |
| 2020-06-30 DIM | $81,396 | 1,520 | Shares | Sole | 2021-09-07 | |
| 2020-03-31 DIM | $71,227 | 1,520 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||